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RETIREMENT WELLNESS GROUP
RETIREMENT WELLNESS GROUP LLC
CRD 297255 · SEC 801-113447
123 SOUTH MARENGO AVE., SUITE 200, PASADENA, CA, 91101, United States
Phone
949-757-1799
Fax
949-757-1902
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$526.6M
Discretionary AUM
$203.7M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 1 | $668K |
| Pension/profit sharing plans | 74 | $474.5M |
| Charitable organizations | 6 | $15.9M |
| State/municipal entities | 2 | $35.5M |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD